As a Certified Plan Fiduciary Advisor, I am dedicated to helping individuals and families secure their financial futures through expertise in retirement income planning, estate planning, and wealth preservation. With over 15 years of experience working with families in the financial industry. I bring a commitment to guiding my clients through these complexities with clarity and confidence.
I am also a proud father of three wonderful children, which underscores my dedication to family values and responsible financial planning. Outside of my professional life, I have a passion for playing golf, which allows me to recharge and enjoy the outdoors.
Building on relationships grounded in trust, transparency, and integrity. I stay informed about the latest industry trends, tax regulations, and investment strategies to empower my clients in making informed decisions that move them closer to their financial goals.
Beyond transactions, I am committed to helping my clients navigate life's financial complexities with confidence and clarity. With a steadfast commitment to excellence and a genuine desire to make a positive impact. I am honored to serve as a trusted partner on the path to achieving financial freedom and preserving your legacy for generations to come.
Let's work together to turn your retirement dreams and estate planning goals in to reality and experience what we refer to as "The Dynasty Difference".
Education
Bucknell University - Bachelor of Business Administration - Cum Laude
Professional Designations, Affiliations, Licenses, and Registrations
Series 7, 63, and 66 Securities Registrations *Held Through Commonwealth Financial Network®
Life, Health, and Accident Insurance Licenses
NAPA Certified Plan Fiduciary Advisor